Andrew M. Held, CFP®

Andrew Held is an Executive Director and Banker with J.P. Morgan Private Bank in Seattle. As a CERTIFIED FINANCIAL PLANNER (CFP)™ with over twenty years of experience in the financial services industry, Andrew brings unique insights and strategies to his clients, addressing their planning, banking, lending, fiduciary, business, charitable, and investment needs. Working actively with his clients, he assembles and leads a team of specialists to advise individuals, families, foundations, and endowments throughout the Pacific Northwest on the full spectrum of their wealth management requisites, drawing from J.P. Morgan’s global resources.

Prior to joining J.P. Morgan, Andrew served for six years as a Director with UBS Financial Services in both Phoenix and Tucson, Arizona. Prior to that, he served as a Financial Advisor with Merrill Lynch in Phoenix, Arizona for eight years.

Andrew holds his Masters of Business Administration degree from the Thunderbird School of Global Management and dual Bachelors of Science degrees in Finance and Marketing from the University of Dayton.

He is actively involved in the local community, serving on the board of directors of GSBA and the GSBA Scholarship Fund and as a small business owner.

In his personal time, Andrew enjoys travel, Washington and Oregon wines, hiking, and spending time with family and friends. He currently resides in the Queen Anne neighborhood of Seattle with his husband and their three dogs.

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